Exporting reporting data from your church management software just got a lot easier with Custom Exports. Make life easier with custom columns, saved settings, and the ability to share those settings as presets with your team!
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Anywhere you see a list of people, look for the Three-Dot Actions icon at the top right. Click, expand, and select "Export Individuals to CSV."
In the Export Options Window, click Advanced. You'll be presented with a list of columns you can export, each with a checkbox. Make your selections!
If you plan to use these settings again, click Save selections as new export preset at the bottom of the screen and enter an intuitively titled name.
Pro-Tip: Don't forget to follow your Kindergarten Teacher's advice to Share with Others 😉
Want to learn more? See our full article on Export Options!
Before you go, remember there are many more helpful everyday actions when you have a list of people - such as dynamically selecting parents or children, sending a mass email or text, or making a mass edit. (And yes - you can save those searches too!)
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